|
1
|
Charles Schwab
San Francisco,
California
|
$240M
|
+$240M
|
+9,740,441
|
New
|
|
|
2
|
Miracle Mile Advisors
Los Angeles,
California
|
$52.2M
|
+$12.8M
|
+519,838
|
+33%
|
|
|
3
|
First Foundation Advisors
Irvine,
California
|
$38.4M
|
-$3.05M
|
-123,722
|
-7%
|
|
|
4
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$34.1M
|
+$103K
|
+4,169
|
+0.3%
|
|
|
5
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$25.3M
|
+$1.36M
|
+55,382
|
+6%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$21.4M
|
-$7.25M
|
-294,426
|
-25%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$4.78M
|
+194,154
|
+30%
|
|
|
8
|
EP Wealth Advisors
Torrance,
California
|
$18.8M
|
-$23.1K
|
-939
|
-0.1%
|
|
|
9
|
|
$15.1M
|
+$3.75M
|
+152,096
|
+33%
|
|
|
10
|
|
$12M
|
+$11.9M
|
+484,789
|
New
|
|
|
11
|
LPL Financial
San Diego,
California
|
$9.78M
|
-$116K
|
-4,713
|
-1%
|
|
|
12
|
Mariner
Overland Park,
Kansas
|
$8.26M
|
+$851K
|
+34,530
|
+11%
|
|
|
13
|
Fidelity Investments
Boston,
Massachusetts
|
$6.82M
|
-$274K
|
-11,118
|
-4%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$6.61M
|
-$11.2M
|
-454,672
|
-63%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$6.46M
|
+$392K
|
+15,913
|
+6%
|
|
|
16
|
Allworth Financial
Folsom,
California
|
$5.31M
|
+$678K
|
+27,499
|
+15%
|
|
|
17
|
Boyd Wealth Management
Sacramento,
California
|
$4.87M
|
+$4.86M
|
+197,318
|
New
|
|
|
18
|
First American Trust
Santa Ana,
California
|
$4.09M
|
+$79.4K
|
+3,223
|
+2%
|
|
|
19
|
SteelPeak Wealth
Woodland Hills,
California
|
$2.94M
|
-$434K
|
-17,605
|
-13%
|
|
|
20
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.76M
|
+$2.76M
|
+111,881
|
New
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$2.7M
|
+$1.04M
|
+42,414
|
+63%
|
|
|
22
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.62M
|
–
|
–
|
–
|
|
|
23
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$2.62M
|
–
|
–
|
–
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$2.33M
|
-$418K
|
-16,948
|
-15%
|
|
|
25
|
|
$2.3M
|
+$2.04M
|
+82,874
|
+812%
|
|
